Filed May 23, 2019
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,219 | $57,281-3.6% | $86,612-36.2% | $75,163-26.5% |
| Participation rate | 71.4% | 63.2%+8.2pp | 71.7%-0.3pp | 67.2%+4.2pp |
| Annual return | 28.46% | 2670.75%-2642.3pp | 591.07%-562.6pp | 160.62%-132.2pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,838 | $3,318+136.3% | $4,438+76.6% | $4,125+90.0% |
| Admin fee / account holder | $2,363 | $4,112-42.5% | $5,614-57.9% | $5,651-58.2% |